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Wealth and Wisdom: Week of March 9, 2026

  • 35 minutes ago
  • 3 min read

As with nearly every issue of Wealth and Wisdom, we begin with hot financial topics that are making news and transition into items designed to help you in the long run – or in some cases just make you feel better.


There is plenty in today’s headlines to make you nervous. And when you think about it, I suppose there always is. But the less time you give to current events – once you scan them – the more time you’ll have to focus on the things that matter most in the long run.


So raise your gaze to the horizon every so often. Weed out the day-to-day things that have no lasting impact on your life. And try to invest in the same way.



Should people be allowed to gamble and profit on a war breaking out – especially if they have inside information?  (Reading time: 5 minutes)

 

Even with the recent pullback, there are ample signs that stocks might be overvalued.  (Reading time: 2 minutes)

 

It’s not all about what you buy – or when. Use these 6 simple ideas to improve the odds of success in the long run.  (Reading time: 4 minutes)

 

President Trump recently announced a new plan to help you save for retirement – including a match on your contribution.  (Reading time: 5 minutes)


A majority of Americans blame their elected officials for the financial crisis now threatening their retirement benefits.  (Reading time: 3 minutes)

 

There are good reasons to wait as long as possible to maximize Social Security benefits – and there are equally valid reasons not to.  (Reading time: 5 minutes)

 

As long as you meet the December 31 deadline, deciding when and how to take required minimum distributions is a personal choice.  (Reading time: 2 minutes)

 

Retirees often have multiple sources of income. Here’s how to piece them together.  (Reading time: 4 minutes)

 

Don’t let Medicare surcharges blow up your budget. Consider these strategies to help manage the cost of health care.  (Reading time: 3 minutes)

 

What good is having all the money in the world if you’re not healthy enough to fully enjoy it?  (Reading time: 6 minutes)



Words to the Wise


“Today, be thankful and think how rich you are. Your family is priceless, your time is gold, and your health is wealth.”

 

– Zig Ziglar



Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.


Links are being provided for informational purposes only.  Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors.  Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.


The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of Brown Family Wealth Advisors and not necessarily those of Raymond James. Investing involves risk and you may incur a profit or loss regardless of strategy selected.  Expressions of opinion are as of this date and are subject to change without notice. Past performance does not guarantee future results. Prior to making an investment decision, please consult with your financial advisor about your individual situation.


The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market.


Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Brown Family Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

 

Dividends are not guaranteed and must be authorized by the company’s board of directors.


As with other investments, there are generally fees and expenses associated with participation in a 529 plan. There is also a risk that these plans may lose money or not perform well enough to cover college costs as anticipated. Tax implications can vary significantly from state to state.




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Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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